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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-06-13 |
Branch Locations
5750 Castle Creek Parkway Drive North, Suite 170, Indianapolis, IN 46250 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Morristown | NJ | 07/2017 | 05/2022 |
| The Palms Banquet & Conference Center | Plainfield | IN | 01/2010 | 09/2017 |
| Marian University | Indianapolis | IN | 08/2012 | 12/2016 |
| Charles Schwab Bank, Ssb | Morristown | NJ | 10/2018 | 05/2022 |
| Valeo Financial Advisors, Llc | Carmel | IN | 06/2022 | 01/2024 |
| Savant Wealth Management | Rockford | IL | 02/2024 | 06/2024 |
| Cerity Partners Llc | New York | NY | 06/2024 | Present |
NAME OF BUSINESS: MARIAN UNIVERSITY INVESTMENT RELATED: YES ADDRESS: 3200 COLD SPRING ROAD, INDIANAPOLIS, IN NATURE OF BUSINESS: ENDOWMENT FUND POSITION: INVESTMENT COMMITTEE MEMBER START DATE: 6/1/2023 HOURS DEVOTED DURING NON-BUSINESS HOURS: 1 HOUR PER QUARTER DUTIES: ASSESS INVESTMENT PLAN OF EXISTING INVESTMENT ADVISOR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-12 |
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